It is the 20th of October 2019

News

Credit Investors Are Suddenly Extremely Worried About Central Banks

On one hand, credit investors have never had it better with IG credit spread at record tights and junk bond yields sliding to 3 year lows

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Howard Marks Sounds The Alarm On ETFs And Passive Investing, Again

Back in March 2015, Howard Marks was among the first to sound the alarm on the encroaching danger posed by both ETFs in particular, and passive investing in general, when he memorably asked (rhetorically, for now), "what would happen, for example, if a large number of holders decided to sell a high yield bond ETF all at once?" and answered his own question:

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One Hedge Fund CIO Is Shocked To Learn The Fed's Model Ignores "The Only Two Things That Matter"

Some Sunday thoughts from the CIO of One River Asset Management, whose latest Weekend Notes starts off in traditional Eric Peters style, namely a mockery of the Fed...

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Former 'Plunge Protection Team' Member Warns "Blockchain Is Freaking Governments Out"

Dr. Pippa Malmgren, a US policy analyst and former member of the Working Group on Financial Markets, a government entity better known by its nickname, the “Plunge Protection Team,” appeared on Erik Townsend’s MacroVoices podcast to discuss bitcoin and the European refugee crisis, while also offering some clues about how the PPT, famous for its secrecy, operates.

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